In this month’s Coffee with FourThought, Joel Johnson, Director of Financial Planning, Signature Division and Jake MacFarlane, Senior Research Analyst, discuss recent Federal Reserve developments, shifting rate-cut probabilities, the yield curve moving toward a more typical shape, and what the latest earnings season suggests across sectors. They also cover market breadth (MAG7 versus the rest of the S&P 500), mortgage rates relative to the 10-year Treasury, and provide a practical framework for portfolio decisions, including diversification, rebalancing, and evaluating fixed-income opportunities.
November Coffee with FourThought: Rate Cuts, Earnings Surprises & What To Do Now
FourThought Private Wealth is owned by FourThought Financial Partners, LLC (FFPLLC) an SEC-registered investment advisor. For information pertaining to FFPLLC please contact FourThought Private Wealth or refer to the SEC’s website,www.adviserinfo.sec.gov. This presentation is provided for informational purposes, not as personal investment advice. This presentation may contain certain forward-looking statements which indicate future possibilities. Any hypothetical example is intended for illustrative purposes only and does not represent an actual client or an actual client’s experience, but rather is meant to provide an example of the process and the methodology. Any reference to a market index is included for illustrative purposes. It should not be assumed that your account performance will correspond directly to any benchmark index. There is no guarantee views and opinions expressed herein will come to pass. Past performance is no guarantee of future results.